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shakeup in microsoft. cnbc's jon fortt joins us from san jose. jon, good morning. >> i can't hear him. >> no, and i couldn't read his lips. i tried. did you see me trying to -- i have no idea what he said. he was talking about microsoft, that's all i know. normally we'd want to check him before i toss to him, just to see if you could hear him, that's just something i would try. maybe google just pulled the plug on that, i'm not sure. are they still rivals? they don't like each other. >> it could be apple, too. let's talk about jcpenney, the sales plunged at jcpenney hitting the company hard amid a transfor transformation by ceo ron johnson. bill ackman is giving the turnaround several years, bill ackman, founding and ceo of pershing square capital management, on the board of jcpenney, handpicked ron johnson and we'll talk about a column i wrote i think you're relatively disagreeing with the premise of the column which is to say this is a company that is struggling and at least in my estimation and by the way not just mine but i think a number of analysts and investors who say how are
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